KEVIN P. MCGUAN, LLC

KEVIN P. MCGUAN, LLC is an SEC-registered investment adviser (CRD 291342). Regulatory assets under management: $25.0M.

Registration

• CRD: 291342
• Type: Registered investment adviser
• Phone: 562-256-6079
• Latest filing: 2026-03-27
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291342 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search